News

Long-term funds netted $39.2 billion in May, increasing the year-to-date intake to $215 billion, according to Strategic Insight (SI).

The Financial Industry Regulatory Authority (FINRA) fined Merrill Lynch $8 million for failing to waive mutual fund sales charges for certain charities and retirement accounts.

Global asset manager Russell Investments announced the annual realignment of its global equity indexes to reflect market changes from the past year.

Sage Advisory Services, an Austin, Texas-based asset manager, released a liability-driven investing (LDI) solution tailored for small pension plans.

In a report sent to Congress and the Department of Labor, the Massachusetts Securities Division (MSD) is asking for improved disclosures to retirement plan participants of company match...

The Retirement Advantage, Inc. (TRA) launched a new program that provides enhanced operational and business development services to qualifying adviser partners, as well as discounted pricing for sponsor...

Summit Professional Networks has acquired Pension Data Resources, Inc. (PDR), known in the retirement planning industry for its PensionPlanet.com brand.

The Supreme Court of the United States (SCOTUS) upheld a lower court’s determination that inherited individual retirement accounts (IRAs) do not share the same bankruptcy protections as self-funded...

Divorce, and other financial blows, can mean a sticky conversation for advisers when clients say they just can’t save for retirement.

Independent retirement plan administration firm TriStar Pension Consulting launched a new website featuring improved functionality and navigation for plan sponsors, advisers and participants.

New modeling from the Employee Benefit Research Institute (EBRI) confirms a straightforward truth—workers in the lowest income brackets are least likely to achieve lifetime retirement income adequacy.

Personal brand and thoughtful use of social media are critical for a successful practice, according to a survey by Pershing.

In order to meet demand for a multi-factor approach, State Street Global Advisors (SSgA) unveiled a suite of advanced beta SPDR exchange-traded funds (ETFs).

A final judgment was entered against Saul Meyer in the enforcement action that arose from New York’s retirement fund corruption scandal.

401(k) plan participants still do not understand some of the basics about saving and investing in their plans, a survey suggests.

OneAmerica has relaunched its retirement plan participant website.

Pavilion Financial Corporation has agreed to acquire Plan Sponsor Advisors, with the transaction expected to close on or around June 20.

Plan investment committees could benefit from a greater diversity in membership, says a new paper from Vanguard.

Joseph Masterson was appointed as an independent board member at Castle Rock Innovations, a financial services industry technology provider.

Fathers who do not work outside the home—stay at home dads, or SAHDs—are gaining on mothers who are home with their children.